Ventes

Change Management - Cloud / IaaS

Vendor-neutral standard change templates for cloud / IaaS operations

Change Management - Corporate IT

Standard change templates for generic corporate IT operations

Change Management - Education

Standard change templates for K-12 and higher-ed IT operations

Change Management - Healthcare

HIPAA-aware change templates for clinical IT operations

Change Management - Helpdesk Bridge

Link maintenance.request RFCs to helpdesk.ticket records both ways

Change Management - Housing / Property

Standard change templates for property management and housing operations

Change Management - MSP

Standard change templates for managed service providers

Change Management - Manufacturing

Standard change templates for manufacturing and operational technology (OT)

Change Management - Network / Telco

Vendor-neutral standard change templates for network and telco operations

Change Management - Patrii (Lynx Ops)

Patrii-internal change templates for Lynx platform operations

Change Management - Patrii Cloud Overlay

Patrii Cloud-specific CMDB services and templates on top of the generic cloud pack

Change Management - SaaS / App Operator

Standard change templates for SaaS and application operators

Constructeur de devis PDF

Feuille de temps des ventes

Vente basée sur les feuilles de temps

Helpdesk - Cloud & Infrastructure

Generic cloud and infrastructure helpdesk categories (vendor-agnostic)

Helpdesk - Corporate IT

Generic corporate IT helpdesk categories — desktop, identity, productivity, AV

Helpdesk - MSP

Helpdesk categories for managed service providers

Helpdesk - Network / Telco

Helpdesk categories for telco / ISP / network operators

Helpdesk - Patrii Cloud Customizations

Patrii Cloud specific helpdesk customizations with OpenStack project tracking

Importer des commandes électroniques avec UBL

Knowledge - Sign Integration

Link knowledge articles to sign documents

Lynx AI Assistant

Provider-agnostic AI dispatch service + /LynxAI power-menu command

Lynx About Dialog

Customized About dialog with Lynx branding

Lynx Advanced Accounting & Finance

Enterprise-grade accounting and financial management system

Lynx App Catalog

Module catalog data layer — classification, curated overlays, industry mapping.

Lynx App Drawer

Full-screen searchable app drawer replacing the navbar apps dropdown

Lynx Appointments

Universal appointment booking system with Calendly-like personal pages

Lynx Appointments - CRM Integration

Book appointments directly from CRM opportunities

Lynx Appointments - Calendar Bridge

Smart buttons and navigation between calendar events and appointments

Lynx Appointments - Contacts Bridge

Appointment smart buttons and fields on contacts

Lynx Appointments - Employee Bridge

Appointment smart buttons on employee form and department-based onboarding

Lynx Appointments - Spreadsheet Dashboard

Appointment analytics dashboard and spreadsheet integration

Lynx Bank-Feed (Sovereign)

OFX/CAMT/CSV bank-statement import + classical-ML account suggestion. Zero per-transaction vendor fee; data never leaves Patrii infra.

Lynx Bank-Feed × Lynx Accounting (bridge)

Surfaces lynx_accounting_bankfeed menus inside the lynx_accounting_enterprise top-level Accounting app.

Lynx Base - Website

Lynx Base integration for Website module

Lynx CRM - HR Integration

Route CRM leads by requester department

Lynx CalDAV Calendar Sync

Bidirectional calendar sync with CalDAV servers (Poste.io, Nextcloud, etc.)

Lynx Calendar

Calendar UX enhancements: visible invitations tab, per-attendee send button

Lynx Change Management

ITIL change management on top of Odoo maintenance with customer notification workflow

Lynx Compliance

Framework/control registry, assessment workflow, evidence linking, auditor export for NIST CSF 2.0 / ISO 27001 / SOC 2 / Law 25 / Bill C-26

Lynx Compliance - 1Password Events Connector

Pulls compliance evidence from the 1Password Events API - sign-in attempts, item usages, audit events - via Bearer-token auth. Business+ tenants only.

Lynx Compliance - AI Assist (Focused Actions)

Compliance-domain AI buttons that operate on platform data: draft SOC 2 narrative from assessment + evidence, suggest control remediation, draft NC/CAPA from a finding, draft DSAR response. Pluggable Anthropic / OpenAI provider. Generic chat is already covered by /chatgpt — this module does the things a generic chatbot can't do well without compliance-domain context.

Lynx Compliance - AWS Connector

Pulls compliance evidence from AWS — EC2 instances, security groups, IAM users/roles, S3 buckets, KMS keys, CloudTrail, RDS — via boto3. For Patrii Cloud customers running hybrid AWS workloads.

Lynx Compliance - Audit Log (Hash-Chained, Tamper-Evident)

Hash-chained tamper-evident audit log. Append-only at the DB level. ORM hooks on core models, HMAC-signed REST ingest for Patrii Cloud backend events, SIEM forwarding.

Lynx Compliance - Auditor Portal

Magic-link, scoped read-only portal for external auditors. Replaces 6-week PBC email cycles with a self-service workspace; every access is audit-logged.

Lynx Compliance - Azure Connector

Pulls compliance evidence from Azure Resource Manager - subscriptions, VMs, Storage Accounts (with public-access checks), Key Vaults, NSGs, RBAC role assignments, activity log - via OAuth2 client-credentials auth.

Lynx Compliance - Bill C-26 (CCSPA)

Canada's Critical Cyber Systems Protection Act as an assessable control set - cyber security programme, supply-chain risk, CSE incident reporting, directions and record-keeping in Canada.

Lynx Compliance - CSA CCM v4 (Cloud Controls Matrix)

Cloud Security Alliance — Cloud Controls Matrix v4. 197 controls across 17 cloud-specific security domains. Cross-mapped to NIST CSF 2.0 and ISO 27001:2022.

Lynx Compliance - Certification (ISO 27001 + SOC 2 mandatory artifacts)

Statement of Applicability, Internal Audit register, Management Review, Nonconformity/CAPA, Information Security Objectives, Risk Acceptance attestation. Mandatory ISO 27001:2022 clause 4-10 artifacts.

Lynx Compliance - Change Management Bridge

Turns lynx_change_management activity into compliance evidence: tamper-evident audit-log emit on state transitions, auto-evidence collectors for CCM CCC family + ISO A.8.32 + CSF PR.PS-01, finding scanners for unauthorized / overdue / failed changes.

Lynx Compliance - Cloudflare Connector

Pulls compliance evidence from Cloudflare - DNS zones, firewall rules, WAF packages, TLS certificates, Zero Trust Access apps and groups, audit log - via the Cloudflare API.

Lynx Compliance - Compliance Calendar

Unified calendar of every due/upcoming compliance task: DR exercises, vendor reviews, policy reviews, internal audits, management reviews, training due-dates, DSAR deadlines, finding due-dates, NC verification dates. Daily cron sync; calendar + list + kanban views.

Lynx Compliance - Connectors (External Data Sources)

Wires the shared Lynx connector framework into compliance evidence collectors, and gates the evidence connectors behind compliance.pro.

Lynx Compliance - Continuous Control Verification (CCV)

Adversarial probes that actively test controls and produce matched/unmatched proofs. Goes beyond evidence collection — proves controls actually work, not just that they exist on paper.

Lynx Compliance - CyberSecure Canada (CAN/CIOSC 104)

The federal certification programme for small and medium organisations - the CAN/CIOSC 104 baseline controls plus the ISED certification process, cross-referenced to ISO 27001 Annex A.

Lynx Compliance - Data Classification & BIA

Data classification taxonomy, data inventory (with NetBox linkage when available), Business Impact Analysis. Covers NIST CSF 2.0 ID.AM-07/08, ID.RA-04, PR.DS.

Lynx Compliance - Datadog Connector

Pulls compliance evidence from Datadog - monitors, SLOs, synthetic tests, incidents, audit log, user / role inventory - via the Datadog REST API.

Lynx Compliance - Discuss Channels (Real-Time Alerts)

Real-time compliance alerts via Lynx Discuss channels — no external webhook setup needed. Pre-seeded #compliance-alerts / #compliance-digest / #compliance-audits, auto-populated by findings, CCV probe results, escalations, and daily digests.

Lynx Compliance - Evidence Collectors (Auto-Evidence Framework)

Auto-evidence collector framework — scheduled queries produce dated compliance.evidence records for CSF / ISO 27001 / ISO 14001 / Law 25 / SOC 1 Type II / SOC 2 Type I+II.

Lynx Compliance - FedRAMP 20x

FedRAMP 20x Key Security Indicators as an overlay on NIST SP 800-53 - each indicator cross-referenced to the underlying controls, so an existing 800-53 profile carries straight over.

Lynx Compliance - Federated Trust Network

Issue scoped compliance trust grants to external partners — they get a token-based read-only view of your ISMS posture without an Odoo login.

Lynx Compliance - GDPR (EU 2016/679)

EU General Data Protection Regulation (Regulation 2016/679) — key articles seeded as a first-class compliance.framework with cross-refs to ISO 27001, ISO 27701, Quebec Law 25, PIPEDA.

Lynx Compliance - GitHub Connector

Pulls compliance evidence from GitHub - repository inventory, branch protection, signed-commit ratio, PR-review coverage, CODEOWNERS, secret-scanning alerts, Actions workflows - via the GitHub REST API.

Lynx Compliance - GitLab Connector

Pulls compliance evidence from GitLab - project inventory, protected branches, signed-commit ratio, MR-review coverage, CODEOWNERS, vulnerability findings, pipelines - via the GitLab REST API.

Lynx Compliance - Google Cloud Platform Connector

Pulls compliance evidence from Google Cloud - IAM service accounts and policy bindings, Cloud Storage buckets, KMS keys, Compute Engine VMs, admin audit logs - via OAuth2 service-account auth.

Lynx Compliance - Google Workspace Connector

Pulls compliance evidence from Google Workspace - user inventory with 2SV enrollment, group memberships, admin audit activities, alerts, organisational units - via OAuth2 service-account auth with domain-wide delegation.

Lynx Compliance - Govern (Policies, Attestations, Risk, Vendors)

Policy register with versions + CISO attestations via lynx_sign; risk register; vendor/supply-chain risk assessments. Covers NIST CSF 2.0 GV.* controls.

Lynx Compliance - Guides for HIPAA

Maps the compliance implementation guides onto HIPAA controls, so a control assessment for that framework links straight to the runbook that implements it.

Lynx Compliance - Guides for ISO/IEC 27001:2022

Maps the compliance implementation guides onto ISO/IEC 27001:2022 controls, so a control assessment for that framework links straight to the runbook that implements it.

Lynx Compliance - Guides for PCI DSS v4

Maps the compliance implementation guides onto PCI DSS v4 controls, so a control assessment for that framework links straight to the runbook that implements it.

Lynx Compliance - Guides for Quebec Law 25

Maps the compliance implementation guides onto Quebec Law 25 controls, so a control assessment for that framework links straight to the runbook that implements it.

Lynx Compliance - HIPAA Security Rule

HIPAA Security Rule (45 CFR §§ 164.302–164.318) seeded as a compliance.framework — Administrative, Physical, Technical, Organizational, and Documentation safeguards.

Lynx Compliance - ISO/IEC 27017 + 27018 (Cloud)

The two cloud extensions to ISO 27002 in one add-on - 27017 cloud services security including the seven CLD controls, and 27018 protection of personal data in public cloud.

Lynx Compliance - ISO/IEC 27701 (PIMS)

ISO/IEC 27701:2019 Privacy Information Management as a certifiable extension to ISO 27001, with separate controller and processor control sets and cross-references to GDPR and Law 25.

Lynx Compliance - ISO/IEC 42001 (AI Management)

ISO/IEC 42001:2023 Artificial Intelligence Management System - clauses 4 to 10 and the full Annex A control set, cross-referenced to ISO 27001 Annex A so an existing certification carries across.

Lynx Compliance - ITSG-33 / PBMM

Government of Canada ITSG-33 with the PBMM profile and the thirteen cloud guardrails, overlaying NIST SP 800-53 so the shared control catalogue is referenced rather than duplicated.

Lynx Compliance - Implementation Guides

Step-by-step Odoo runbooks for implementing each compliance control. Click any control assessment and see exactly which menus to click, which records to create, and how the resulting evidence proves the control is operating.

Lynx Compliance - Inbound Email Automation

Inbound email aliases that auto-create compliance records: dsar@ → DSAR request, vendor-evidence@ → vendor attachment, security@ → security incident, compliance@ → finding. Leverages Odoo mail.alias + mail.thread infrastructure.

Lynx Compliance - Incident (Security / Law 25 / Bill C-26)

Security incident tracking built on helpdesk.ticket. Law 25 72-hour notification countdown, Bill C-26 CCCS reporting, forensic timeline, notification log.

Lynx Compliance - Incident Playbook Starter Pack

Five generic incident-response playbooks (account compromise, data breach, ransomware, DDoS, lost device) that customers can adopt and tune. Beats the blank-playbook-on-day-one problem.

Lynx Compliance - Jira Connector

Pulls compliance evidence from Atlassian Jira Cloud - project + user inventory, recently-resolved issues (change management), open critical issues, audit log - via the Jira REST API v3.

Lynx Compliance - Microsoft 365 / Entra ID Connector

Pulls compliance evidence from Microsoft 365 / Entra ID via Microsoft Graph - user inventory, MFA registration, directory-role members, app registrations, audit logs, sign-in failures, Microsoft Secure Score.

Lynx Compliance - NIST SP 800-53 Rev 5

NIST SP 800-53 Revision 5 framework seed — 20 control families, ~322 base controls, ISO 27002 cross-refs from NIST Appendix H. CSF 2.0 controls also backfilled with nist_sp_800_53_refs.

Lynx Compliance - Navigation (Menu Reorganization)

Reorganises the Compliance app into the NIST CSF 2.0 functions: Dashboard, Govern, Identify, Protect, Detect, Respond, Recover, Prove (Auditor Hub), Configure.

Lynx Compliance - Navigation Bridge: AI Assist

Auto-install bridge that slots the AI Assist menus into the CSF 2.0 compliance navigation when lynx_compliance_ai_assist is present.

Lynx Compliance - Navigation Bridge: Audit Log

Auto-install bridge that slots the Audit Log menus into the CSF 2.0 compliance navigation when lynx_compliance_audit_log is present.

Lynx Compliance - Navigation Bridge: Auditor Portal

Auto-install bridge that slots the Auditor Portal menus into the CSF 2.0 compliance navigation when lynx_compliance_auditor_portal is present.

Lynx Compliance - Navigation Bridge: CCV

Auto-install bridge that slots the CCV menus into the CSF 2.0 compliance navigation when lynx_compliance_ccv is present.

Lynx Compliance - Navigation Bridge: Calendar

Auto-install bridge that slots the Calendar menus into the CSF 2.0 compliance navigation when lynx_compliance_calendar is present.

Lynx Compliance - Navigation Bridge: Certification

Auto-install bridge that slots the Certification menus into the CSF 2.0 compliance navigation when lynx_compliance_certification is present.

Lynx Compliance - Navigation Bridge: Connectors

Auto-install bridge that slots the Connectors menus into the CSF 2.0 compliance navigation when lynx_compliance_connectors is present.

Lynx Compliance - Navigation Bridge: Data

Auto-install bridge that slots the Data menus into the CSF 2.0 compliance navigation when lynx_compliance_data is present.

Lynx Compliance - Navigation Bridge: Email Automation

Auto-install bridge that slots the Email Automation menus into the CSF 2.0 compliance navigation when lynx_compliance_email_automation is present.

Lynx Compliance - Navigation Bridge: Evidence Collectors

Auto-install bridge that slots the Evidence Collectors menus into the CSF 2.0 compliance navigation when lynx_compliance_evidence_collectors is present.

Lynx Compliance - Navigation Bridge: Federated Trust

Auto-install bridge that slots the Federated Trust menus into the CSF 2.0 compliance navigation when lynx_compliance_federated_trust is present.

Lynx Compliance - Navigation Bridge: Govern

Auto-install bridge that slots the Govern menus into the CSF 2.0 compliance navigation when lynx_compliance_govern is present.

Lynx Compliance - Navigation Bridge: Guides

Auto-install bridge that slots the Guides menus into the CSF 2.0 compliance navigation when lynx_compliance_guides is present.

Lynx Compliance - Navigation Bridge: Incident

Auto-install bridge that slots the Incident menus into the CSF 2.0 compliance navigation when lynx_compliance_incident is present.

Lynx Compliance - Navigation Bridge: Onboarding

Auto-install bridge that slots the Onboarding menus into the CSF 2.0 compliance navigation when lynx_compliance_onboarding is present.

Lynx Compliance - Navigation Bridge: Policy Templates

Auto-install bridge that slots the Policy Templates menus into the CSF 2.0 compliance navigation when lynx_compliance_policy_templates is present.

Lynx Compliance - Navigation Bridge: Privacy

Auto-install bridge that slots the Privacy menus into the CSF 2.0 compliance navigation when lynx_compliance_privacy is present.

Lynx Compliance - Navigation Bridge: Resilience

Auto-install bridge that slots the Resilience menus into the CSF 2.0 compliance navigation when lynx_compliance_resilience is present.

Lynx Compliance - Navigation Bridge: SBOM

Auto-install bridge that slots the SBOM menu into the CSF 2.0 compliance navigation when lynx_compliance_sbom is present.

Lynx Compliance - Navigation Bridge: SOC 2

Auto-install bridge that slots the SOC 2 menus into the CSF 2.0 compliance navigation when lynx_compliance_soc2 is present.

Lynx Compliance - Navigation Bridge: Slack

Auto-install bridge that slots the Slack menus into the CSF 2.0 compliance navigation when lynx_compliance_slack is present.

Lynx Compliance - Navigation Bridge: Training

Auto-install bridge that slots the Training menus into the CSF 2.0 compliance navigation when lynx_compliance_training is present.

Lynx Compliance - Navigation Bridge: Trust Portal

Auto-install bridge that slots the Trust Portal menus into the CSF 2.0 compliance navigation when lynx_compliance_trust_portal is present.

Lynx Compliance - Navigation Bridge: Trust Proofs

Auto-install bridge that slots the Trust Proofs menus into the CSF 2.0 compliance navigation when lynx_compliance_trust_proofs is present.

Lynx Compliance - Navigation Bridge: Vendor Posture

Auto-install bridge that slots the Vendor Posture history menu into the CSF 2.0 compliance navigation when lynx_compliance_vendor_posture is present.

Lynx Compliance - Northstar Connector

Pulls compliance evidence from Patrii Northstar - repository inventory, branch protection, signed-commit ratio, PR-review coverage, CODEOWNERS, secret-scanning alerts, CI workflows - over the Northstar API. Dogfood batch 1.

Lynx Compliance - OSFI B-13 + B-10

The two OSFI guidelines a federally regulated financial institution is supervised against - B-13 technology and cyber risk, and B-10 third-party risk - as assessable expectations.

Lynx Compliance - Okta Connector

Pulls compliance evidence from Okta - user inventory, MFA enrollment, privileged groups, SaaS app inventory, sign-on / MFA / password policies, admin-action audit log - via the Okta REST API.

Lynx Compliance - PCI DSS v4.0.1

PCI DSS v4.0.1 framework seed — 12 Requirements with key sub-requirements as compliance.control rows.

Lynx Compliance - PIPEDA

Canada's Personal Information Protection and Electronic Documents Act (PIPEDA) — 10 fair information principles + breach reporting + Schedule 1 obligations seeded as a first-class compliance.framework.

Lynx Compliance - Patrii Cloud Connector

Pulls compliance evidence from Patrii Cloud — servers, networks, security groups, secrets, certs, S3 buckets, k8s clusters, DNS — via application credentials.

Lynx Compliance - Patrii Cloud Starter Profiles

Seeds Patrii Cloud's own ISMS profiles across all 5 frameworks (CSF 2.0, ISO 27001:2022, CCM v4, PCI DSS v4, HIPAA) so the dashboard reflects a real organisation immediately.

Lynx Compliance - Policy Library (30 starter policies)

30 starter policies (ISO 27001:2022 + SOC 2 + CSF 2.0) ready to tailor. Onboarding wow — new tenants drop in with a complete policy set instead of a blank slate.

Lynx Compliance - Policy Templates Library

Generic, public-domain-sourced security policy templates that customers can apply, customize, and route through Legal + CISO sign-off. Solves the "blank-page" problem without exposing Lynx to legal-advice liability.

Lynx Compliance - Privacy (Law 25, PIPEDA, DSAR)

Privacy Impact Assessments, Data Subject Access Requests with 30-day deadline, consent register, privacy breach register. Built for Quebec Law 25 and Canadian PIPEDA.

Lynx Compliance - Provincial Privacy (PHIPA, PIPA AB, PIPA BC)

The three provincial privacy statutes that displace PIPEDA in their own jurisdictions - Ontario health information, Alberta and British Columbia private sector - under the existing Canadian Privacy add-on.

Lynx Compliance - Quebec Law 25

Quebec Law 25 (Loi 25) — Act respecting the protection of personal information in the private sector. Seeded as a first-class compliance.framework with articles structured as controls, cross-framework refs to ISO 27001 / GDPR / HIPAA.

Lynx Compliance - Resilience (DR, Backup Tests, BCP)

Disaster Recovery plans with RTO/RPO, backup-restore test evidence, Business Continuity exercises. Covers NIST CSF 2.0 RC.RP, RC.CO, PR.IR-03/04.

Lynx Compliance - SBOM Ingestion

Software Bill of Materials ingestion - upload CycloneDX or SPDX JSON, parse the components into a queryable model, attach to a vendor or service. Foundation for the supply-chain vulnerability pipeline.

Lynx Compliance - SOC 2 (TSP 2017)

AICPA Trust Services Criteria (TSP 100-2017, revised 2022) seeded as a first-class compliance.framework — Security, Availability, Processing Integrity, Confidentiality, Privacy.

Lynx Compliance - SOC 2 Type II Accelerators

Trust Services Categories scoping, third-person control narratives, period-bounded evidence, sample-selection wizard, subservice carve-outs, CUECs, bridge letter.

Lynx Compliance - Setup Wizard / Onboarding

In-app onboarding wizard. 16-step checklist that walks new users from "I just installed this" to "ready for ISO 27001 Stage 1 + SOC 2 Type II observation period started", with auto-detected step status.

Lynx Compliance - Slack / Teams Alerts

Real-time webhook alerts to Slack / MS Teams: critical finding raised, finding escalated to CISO, evidence stale, CCV probe mismatch, daily/weekly digests. Per-channel routing.

Lynx Compliance - Slack Connector

Pulls compliance evidence from Slack - channel inventory, user inventory, Enterprise Grid audit log - via the Slack Web API.

Lynx Compliance - Survey Templates

Compliance-tagged survey templates layered onto Odoo CE survey - CAIQ v4 starter, SIG Lite, NIST CSF 2.0 self-assessment, awareness quiz - with vendor linkage and finding auto-raise on red-flag answers.

Lynx Compliance - Training (Awareness & Specialized)

Security awareness + specialized training program tracking on top of core Odoo survey. Phishing simulation register. Covers NIST CSF 2.0 PR.AT-01 and PR.AT-02.

Lynx Compliance - Trust Portal

Public-facing trust page (/trust) — frameworks, certifications, control coverage, published policies, subprocessors, incident transparency, security contact. The default-on sales wedge.

Lynx Compliance - Trust Portal Cryptographic Proofs

Periodic SHA-256-sealed snapshots of compliance claims (control coverage, evidence counts, training completion) anchored to the tamper-evident audit-log tip hash. Visitors can mathematically verify we did not back-edit our numbers.

Lynx Compliance - Trust Portal Website Bridge

Serve /trust inside the website layout — site header, footer, theme and languages — instead of the standalone shell.

Lynx Compliance - US State Privacy (CCPA / CPRA)

The California Consumer Privacy Act as amended by the CPRA, with the CPPA regulations - consumer rights, the two required links, service-provider contract terms and the risk assessment and cybersecurity audit duties.

Lynx Compliance - Vendor Public Posture Monitoring

Daily public-posture probes against each tracked vendor (TLS, security headers, DMARC/SPF/DKIM, breach exposure, IP reputation). Composite letter grade A-F with drift findings auto-raised on degradation.

Lynx Connectors

Compliance-agnostic framework for saved connections to external systems, with a pluggable per-system registry and a shared REST/JSON client.

Lynx Connectors - Datadog

Operational Datadog connector reading monitor state for status pages and ops dashboards.

Lynx Council - AI Meeting Summary Card (Opt-In)

Optional council-aware bridge over Lynx Discuss AI summary. Generates a public summary card on the meeting page once staff has reviewed and published.

Lynx Council - Live "What's Happening Now" Widget

Public real-time widget showing the current agenda item, quorum, and live vote tally during a Council meeting. Embeddable on the City website.

Lynx Council - Open Data Feeds & Subscriptions

Public iCalendar and RSS feeds for council meetings, plus a citizen subscription form. Closes the citizen-engagement gap and serves civic-tech / journalist needs.

Lynx Council - Setup Wizard / Onboarding

In-app onboarding wizard for new municipalities. 10-step kanban that walks new clerks from "I just installed this" to "ready for the first Council meeting", with auto-detected step status.

Lynx Council Meetings

Municipal council governance — members, in-camera, conflicts, public portal

Lynx Council Meetings - Call Controls

Agenda navigation, motion calling, and vote display during council calls

Lynx Credit Management

Credit note management with refundable vs promotional credits

Lynx Currency Exchange

Automatic live currency exchange rate updates

Lynx DCIM and IPAM

Data-center, network, and IP address management in Lynx

Lynx DCIM/IPAM - Patrii Cloud Overlay

Patrii Cloud connector — overlay on lynx_dcim_ipam_cloud

Lynx DCIM/IPAM — Cloud Connector

Generic cloud-connector framework for DCIM/IPAM (multi-account, sync, action queue)

Lynx Debrand - Sale Portal Bridge

Sale-portal-specific debrand overrides — split out from lynx_debrand so the core debrand pack auto-installs on tenants without sale.

Lynx Debranding

Complete debranding and white-label customer branding solution

Lynx Debranding - Website Extension

Website debranding features for Lynx

Lynx Demo Builder

Internal Odoo tours plus Arcade-style captured walkthroughs across any tab.

Lynx Discuss Bot

Media bot platform — joins calls via WebRTC for recording, transcription, AI

Lynx Discuss Bot - AI Summary & Action Items

AI-generated meeting summaries (brief, detailed) and action items from a transcript. Anthropic / OpenAI pluggable.

Lynx Discuss Bot - Transcription (Whisper STT)

Speech-to-text for Discuss recordings via Whisper. Verbatim transcripts with timestamp-aligned segments.

Lynx Discuss Control

Call control panel — moderator role, mute others, shared control

Lynx Discuss Control - Recording

Prominent record button in call bar with full recording controls

Lynx Discuss Recording

Record video calls from Discuss channels

Lynx HR Job Skills (AI Extraction)

AI-extract required skills from a job description into hr.job.skill_ids.

Lynx HR LinkedIn - Job Application Autofill

Let candidates connect LinkedIn on the public job-application form to autofill their details.

Lynx HR OCR - AI Assist

AI-powered resume parser. Extracts skills/experience/education AND potential signals (career velocity, versatility, learning, achievement density, tenure quality) for ranking.

Lynx HR OCR - Resume Parser

OCR-driven resume parser for hr.applicant. Drag-drop, parses skills/experience/education/languages/certifications, pre-fills the applicant.

Lynx HR OCR - Website Careers Form

Pre-OCR resumes submitted through the public careers form.

Lynx HR Premium

Lightweight Lynx-premium HR helpers that work on Odoo Community.

Lynx HR Recruitment Score

Weighted candidate fit score (skill + potential + experience + diploma + team preference) per job. Adjacency graph, dark-horse detection, talent-pool re-rank, Talent Constellation viz.

Lynx HR — Appointment Bridge

Send candidates a tokenized booking link from a configurable email template. Each Job Position picks its default appointment booking page.

Lynx Help Redirect

Point the user-menu Support entry at the customer's own support requests

Lynx Helpdesk - HR Integration

Route helpdesk tickets by requester department

Lynx Helpdesk - SaaS & Business Services

SaaS and business services industry types for Lynx Helpdesk

Lynx Housing

Core housing management: properties, units, residents, leases, payments

Lynx Housing Appointments

Calendar synchronization and alerts for housing events

Lynx Housing CRM

Applicant pipeline and waitlist management

Lynx Housing CRM - Calendar Bridge

Adds the Housing calendar menu when the housing appointments module is present

Lynx Housing CRM - Dashboards Bridge

Connects the Housing applicant pipeline with the Housing dashboards, reports and resident portal

Lynx Housing CRM - Helpdesk Bridge

Connects the Housing applicant pipeline with housing helpdesk tickets and the resident ticket portal

Lynx Housing CRM - Smart Alerts Bridge

Adds the Smart Alerts and resident communication menus to Housing when the survey engine is present

Lynx Housing Dashboards

Analytics dashboards, KPIs, and owner portal

Lynx Housing Ecommerce

Public apartment marketplace with unit search and applications

Lynx Housing Helpdesk

Housing-specific helpdesk integration and SLA

Lynx Housing Maintenance

Maintenance scheduling, work orders, and inspections

Lynx Housing Sign

Electronic lease signature with Lynx Sign

Lynx Housing Survey

Automated communication sequences for residents

Lynx IAP (Sovereign Client)

Patrii-owned In-App Purchase client — replaces Odoo IAP without depending on it.

Lynx IAP Lead Mining Estimate

Show what a lead generation search will cost before running it

Lynx IAP × AI Assistant Bridge

Route lynx_ai_assistant OLG calls through the Patrii IAP hub.

Lynx IAP × Partner Autocomplete Bridge

Converts enrichlayer specialities to partner tags on autocomplete.

Lynx IAP × Purchase OCR Bridge

Route lynx_purchase_ocr_ai OLG calls through the Patrii IAP hub.

Lynx IAP — Portal

Customer portal pages for Lynx IAP accounts (auto-installs with portal).

Lynx Industries

Sector-based app discovery — the Industries tab lists Lynx verticals, not Odoo ones

Lynx Interac e-Transfer Payments

Automatic Interac e-Transfer payment detection, matching, and reconciliation

Lynx Invoicing

Invoice reconsolidation and outstanding balance management

Lynx Knowledge

Collaborative knowledge base with real-time editing

Lynx Knowledge - Accounting Integration

Link knowledge articles to invoices and accounting entries

Lynx Knowledge - Appointments Integration

Link knowledge articles to appointment bookings

Lynx Knowledge - Attendance Integration

Knowledge workspace for attendance policies and procedures

Lynx Knowledge - CRM Integration

Link knowledge articles to CRM leads and opportunities

Lynx Knowledge - Calendar Integration

Link knowledge articles to calendar events and meetings

Lynx Knowledge - Compliance Bridge

Bridge between Lynx Knowledge and Lynx Compliance - attaches knowledge.article records to policy versions, vendor assessments, findings, incidents, and implementation guides via Many2many. Auto-installs when both base modules are present.

Lynx Knowledge - Expense Integration

Link knowledge articles to expenses

Lynx Knowledge - HR Integration

Link knowledge articles to employees

Lynx Knowledge - Helpdesk Integration

Link knowledge articles to helpdesk tickets

Lynx Knowledge - Housing Integration

Link knowledge articles to housing properties

Lynx Knowledge - Link Tracker Integration

Link knowledge articles to tracked links

Lynx Knowledge - Live Chat Integration

Link knowledge articles to live chat channels

Lynx Knowledge - Marketing Integration

Link knowledge articles to marketing email campaigns

Lynx Knowledge - Partner/Contact Integration

Link knowledge articles to contacts and companies

Lynx Knowledge - Patrii Cloud Products

Patrii Cloud-specific product spec templates for Knowledge

Lynx Knowledge - Podcast Integration

Link knowledge articles to podcast shows and episodes

Lynx Knowledge - Premium Integration

Link knowledge articles to premium licenses

Lynx Knowledge - Product Integration

Link knowledge articles to products as specs, documentation, and guides

Lynx Knowledge - Project Integration

Link knowledge articles to projects and tasks

Lynx Knowledge - Recruitment Integration

Link knowledge articles to recruitment applicants

Lynx Knowledge - Sales Integration

Link knowledge articles to sales orders

Lynx Knowledge - Studio Integration

Link knowledge articles to Studio apps, forms, reports, and workflows

Lynx Knowledge - Subscription Integration

Link knowledge articles to subscriptions

Lynx Knowledge - Time Off Integration

Link knowledge articles to time off types

Lynx Knowledge - Timesheet Integration

Knowledge workspace for timesheet policies and procedures

Lynx Knowledge - eLearning Integration

Link knowledge articles to eLearning courses

Lynx Learning - Certification Spine

Unified training completion to native employee certification, over eLearning and survey exams

Lynx Licence Enforcer - Website Bridge

Applies the enforcer Apps filter to the website Add Features list

Lynx License Enforcer

Proprietary License Enforcement for Lynx Platform

Lynx Licensing

Generic licensing infrastructure for any product

Lynx LinkedIn Integration

LinkedIn OAuth integration for user profiles and contact enrichment

Lynx Live Chat Helpdesk

Create support tickets from live chat conversations

Lynx Localization Core

Multi-jurisdiction localization engine with policy resolver

Lynx Mail Management

Complete mail management system for Lynx Platform

Lynx Media Player

Shared media foundation: storage mixin, streaming helper and OWL player

Lynx Meeting Agenda & Minutes

Structured agendas, minutes, attendance and action items for meetings

Lynx Meeting Recording

Bridge: connect meetings with recording sessions

Lynx Meeting Voting

Bridge: connect meeting agendas with voting sessions

Lynx Northstar Connector

REST API backend for Northstar (Patrii Git platform)

Lynx OCR (Generic Core)

Generic OCR engine for invoices and receipts. Bridges add purchase / accounting / expense integration.

Lynx OCR - Accounting Bridge

Wires the generic Lynx OCR engine into Odoo Accounting: drag-drop on Vendor Bills, auto-create bills from invoices.

Lynx OCR - Expenses Bridge

Wires the generic Lynx OCR engine into Odoo Expenses: drag-drop on Employee Expenses + self-invoice routing.

Lynx OCR - Purchase Bridge

Wires the generic Lynx OCR engine into the Purchase module: drag-drop on Purchase Orders, 3-way matching, auto-create POs from invoices.

Lynx OCR Hub (Server)

Patrii-only server-side endpoint for federated OCR template sharing

Lynx Platform Base

Base configuration module for Lynx Platform

Lynx Podcast

Complete podcast platform with paywall and website integration

Lynx Premium Framework

Premium feature framework for Lynx modules

Lynx Project - HR Integration

Scope projects and tasks by department

Lynx Purchase OCR - AI Assist Bridge

Use a configured LLM to enhance OCR extraction when traditional parsing falls short.

Lynx RFP - Award and Standstill

Award notice publishing, regulatory standstill period, and contract handoff for Lynx RFP tenders.

Lynx RFP - Evaluation and Scoring

Two-envelope (technical + price) evaluation with committee scoring and consensus aggregation.

Lynx RFP - External Tender Ingestion

Ingest tenders from CanadaBuys + SEAO Québec (live), MERX, SAP Ariba into Lynx RFP as draft tenders.

Lynx RFP - FOIP Audit Log

Immutable, hash-chained audit trail for public-procurement compliance and FOIP export.

Lynx RFP - Public Portal

Public bid portal for Lynx RFP: vendor self-registration, /tenders listing, sealed-bid submission.

Lynx RFP - Public Procurement Base

Issuer-side public-tender management: deadlines, eligibility, compliance matrix and bid lifecycle.

Lynx RFP - Public Q&A and Addenda

Public clarification questions and addendum publishing for Lynx RFP tenders.

Lynx RFP - Vendor Prequalification

Per-tender prequalification questionnaires gating bid submission.

Lynx SSO Base

Generic SSO framework for Lynx platform

Lynx Sale - HR Integration

Scope sale orders by salesteam department

Lynx Sale Subscription

Manage recurring subscription contracts, billing holds, reminders, and audit trail

Lynx Sale Subscription - Stripe Autopay

Stripe Subscription integration for Lynx recurring contracts (autopay)

Lynx Sale Subscription - Stripe Cloud Glue

Patrii Cloud quota-request integration for Stripe autopay

Lynx Sign - Electronic Signature Platform

Electronic signature platform - Sign PDF and DOCX documents with a tamper-evident audit trail

Lynx Studio - Visual App Builder

No-code visual application builder and customization platform

Lynx Support Client

Submit and track support tickets to your Lynx issuer from inside your own server

Lynx Theme

Professional theme and visual identity for Lynx ERP/CRM Platform

Lynx Theme - Portal

Lynx Theme integration for Portal module

Lynx Theme - Website

Lynx Theme integration for Website module

Lynx Universal Helpdesk System

Universal helpdesk system for any industry - helpdesk, maintenance, customer service

Lynx Vitrine - Appointment Bridge

Carry Appointment content (appointment.type) in vitrine site export/import

Lynx Vitrine - Blog Bridge

Carry blog content (blogs + posts) in vitrine site export/import

Lynx Vitrine - E-commerce Bridge

Carry E-commerce content (product.template) in vitrine site export/import

Lynx Vitrine - Knowledge Bridge

Carry public Knowledge articles and their tree in vitrine site export/import

Lynx Vitrine - Podcast Bridge

Carry Podcast shows & episodes (audio/video/stream) in vitrine site export/import

Lynx Vitrine - Recruitment Bridge

Carry Recruitment content (hr.job) in vitrine site export/import

Lynx Vitrine - eLearning Bridge

Carry eLearning courses & slides in vitrine site export/import

Lynx Vitrine - lynx.patrii.ca Content

Marketing pages for lynx.patrii.ca built on the Lynx Vitrine framework

Lynx Voting

Governance voting and polling built on Odoo Survey live sessions

Lynx Website Access - Version Bridge

Per-user access filtering for page versions and draft sessions

Lynx Website Access Control

Multi-website user access control

Lynx Website Builder Extensions

Lynx additions to the Odoo website builder (clickable cards, etc.)

Lynx Website LLM SEO

Generative Engine Optimization: llms.txt, AI-crawler robots defaults, and schema.org JSON-LD for every Lynx website

Lynx Website Subscription

Subscription pricing snippets for your website

Lynx Website Version

Page versioning, rollback, draft mode, and site export/import for the website editor

Lynx Website Vitrine

Code-first vitrine framework: snippet library, theme tokens, YAML page DSL, template store

Lynx Website Vitrine Hub

Module catalog, template compilation, and premium registration for Lynx Vitrine

Marge des dépenses commerciales

Marges sur les commandes clients

Marges sur les services dans les commandes

Module passerelle entre Marge commerciale et Feuille de temps des ventes

Opportunité de devis

Patrii Cloud - Domain Subscription Bridge

Bind domain registrations to sale subscriptions for recurring billing

Projet de vente et d'achat

Module technique

Ventes

Des devis aux factures

Ventes & Achats

Vente basée sur un service de sous traitance.

Ventes - Projet

Génération de tâches à partir des commandes

Ventes - SMS

Intégration aisée des SMS avec les capacités de vente

Ventes - Services

Interaction entre les applications Ventes et Services (projet et planification)

Ventes Dépenses

Devis, commandes clients, livraison et contrôle des factures

Ventes Fidélité

Utiliser des remises et des programmes de fidélité dans les commandes client

Ventes Fidélité - Livraison

Ajoute un mécanisme d'expédition gratuite dans les commandes

Équipes commerciales

Équipes commerciales